Jared Ong is a financial advisor with Prudent Investors in Lake Forest, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Prudent Investors Network since 2010. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm focuses on discretionary portfolio management guided by client profiles and investment plans, using a total-return approach based on Modern Portfolio Theory and primarily allocating to ETFs and institutional mutual funds.

Jeremy Lau is a financial advisor at Prudent Investors with a Series 65 designation and eight years of industry experience. He worked at Deutsche Bank AG for six years before joining Prudent Investors Network in 2017. Outside of his advisory role, Lau teaches an online Investment Management course at Cal State Fullerton. Prudent Investors is an SEC-registered investment adviser serving individuals, high-net-worth clients, fiduciaries, trusts, estates, and institutions. The firm offers discretionary portfolio management, financial planning, and consulting services, employing a total-return investment approach based on Modern Portfolio Theory with allocations primarily to ETFs and institutional mutual funds.

Anna Kim is a CFP® and CFA® with two years of industry experience. She is an advisor at Prudent Investors and has prior experience at Epollo and as owner of WLA Designs LLC, which provides financial copywriting and marketing consulting. She serves as Finance & Investment Committee Chair and Treasurer for the Down Syndrome Diagnosis Network. Prudent Investors offers discretionary investment management, financial planning, and consulting services to fiduciaries, high-net-worth clients, and estates. The firm emphasizes cost-effective portfolio construction using exchange-traded funds and a risk-managed approach grounded in Modern Portfolio Theory.